面板驅動IC供需分析（2024年）

Report Summary:

Demand for large panel driver ICs is set to rise sequentially throughout 2024, with ample overall supply. However, uncertainty in end-user demand has led to conservative stocking practices in the supply chain, fostering a reliance on short-term, rush orders-a practice that threatens long-term supply chain health.

In 2023, mobile TDDI chips benefited significantly from active repair and second-hand markets, resulting in annual shipments far exceeding intial forecasts. The release of lower-cost capacities by Chinese wafer foundries has helped sustain robust demand for mobile TDDIs through 2023 to 2024. Nonetheless, intense comptition in this segment has escalated price wars.

For AMOLED driver ICs, the introduction of new production capacities has boosted demand as AMOLED smartphone panel penetration increases. Currently, the market faces no-short-term supply shortages. As more suppliers enter the AMOLED DDI market, prices continue to decline. Maintaining profitability in AMOLED DDI production remains a critical challenge for IC manufacturers, especially with stable wafer prices.

INFOGRAPHICS

Table of Contents

1. Large Panel Driver ICs: Supply and Demand

• (1) Changes in demand for large panel driver ICs
• (2) Supply and demand analysis for large panel driver ICs
• (3) Continued diversification of Sino-US supply chains and localization strategies of Chinese panel makers

2. TDDI for Smartphones: Supply and Demand

3. AMOLED Driver ICs for Smartphones: Supply and Demand

• (1) AMOLED driver ICs: Supply and demand
• (2) Development status of RAM-less AMOLED driver ICs

4. TRI's View

• (1) Large panel driver ICs: Supply and demand
• (2) Continued divergence of US and Chinese supply chains and localization strategy of Chinese panel makers
• (3) TDDI supply and demand for smartphones
• (4) AMOLED driver ICs: Supply and demand
• (5) Developing RAM-less AMOLED driver ICs